Zoho
Zoho One: the Zoho apps as one environment
Operion is a Zoho partner and sets up Zoho One for SMEs that want their sales, administration and collaboration on one platform. We start with the apps you need now and build from there.
What it is
What Zoho One is
Zoho One is a bundle that gives you a large part of the Zoho apps under one subscription. You manage users, permissions and sign-in in one place, and the apps are built to work together.
That does not mean you roll everything out at once. A bundle is not a project: we start with the apps that solve a problem and add the rest when you are ready.
Who it is for
Who Zoho One suits
It suits SMEs that already use several separate programs for sales, mail, invoicing and projects, and that re-key data or keep it in spreadsheets. The more apps from the bundle you actually use, the more you get out of it.
If you mainly use one app, you can also take it on its own. We discuss that in the intake, before you choose.
The apps
The Zoho apps by category
For the apps with a link, we describe how we set them up. The others will follow.
Sales and marketing
- Zoho CRMCRM for pipeline, quotes and customer contact.See the app
- Zoho BiginA light CRM with contacts, deals and follow-up.See the app
- Zoho CampaignsNewsletters and campaigns, with lists from your CRM.See the app
- Zoho Marketing AutomationCustomer journeys across channels, lead scores and handover to sales.See the app
- Zoho SocialSchedule posts, answer replies and follow the results.See the app
- Zoho SurveySend surveys and turn the answers into action.See the app
- Zoho FormsOnline forms whose answers land straight in your systems.See the app
- Zoho SalesIQLive chat, chatbot and visitor insight, connected to your CRM.See the app
Finance and commerce
- Zoho BooksOnline accounting: invoices, purchases and bank transactions.See the app
- Zoho InvoiceQuotes, invoices and payments for small service businesses.See the app
- Zoho BillingSubscriptions, recurring invoices and payments.See the app
- Zoho ExpenseClaim, approve and reimburse expenses.See the app
- Zoho CommerceA webshop with products, payments and orders.See the app
Customer service
- Zoho DeskCustomer questions as tickets, with assignment and a knowledge base.See the app
Operations and projects
- Zoho InventoryStock and orders for smaller trading companies.See the app
- Zoho ProjectsProjects with tasks, planning and time tracking.See the app
People and recruiting
- Zoho PeoplePersonnel files, leave, attendance and onboarding.See the app
- Zoho RecruitVacancies, candidates and interviews in one hiring process.See the app
Collaboration
- Zoho MailBusiness email, calendar and contacts on your own domain.See the app
- Zoho CliqTeam chat with channels, calls and alerts from your apps.See the app
- Zoho SignElectronic signing, with templates and a complete audit trail.See the app
Build, automate and analyse
- Zoho CreatorAn app of your own for the process that fits nowhere.See the app
- Zoho FlowConnect apps and processes automatically, without programming.See the app
- Zoho AnalyticsDashboards and reports on top of your existing systems.See the app
Approach
How we approach Zoho One
Three principles decide how we set up a Zoho One environment:
One app at a time
We start with the app that removes the biggest bottleneck, often CRM or mail, and make sure it is in use before the next one is added.
From the standard
Fit-to-standard: we use what the apps do out of the box and only build something of our own when an exception is really needed.
One administration
We record users, permissions and shared settings in one place, so a new colleague is connected quickly.
Licences
Licences and pricing
The licences and current prices of Zoho One are on the Zoho pricing page. During the intake we decide which plan fits you.
Questions
Frequently asked questions
Do I have to roll out all Zoho apps at once?
No. You take Zoho One as a bundle, but you introduce the apps in the order that suits your business. We help decide which comes first.
What is the difference between Zoho One and separate apps?
With Zoho One you get the apps under one subscription with one admin console. Separate apps you take one by one. Which is cheaper or more convenient depends on how many apps you use. We compare the two during the intake.
Can I combine Zoho One with an ERP or a WMS?
Yes. Many companies use Zoho for sales and collaboration and an ERP for the administration, with a connection between them. See integration for how we approach that.
What happens after go-live?
After go-live you get four weeks of aftercare. After that, you can reach us on working days from 08:30 to 17:00 and we respond within 24 hours.
Zoho One set up around your business?
Tell us which programs you use today. We will tell you which Zoho apps to start with.